Creative Planning’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.3M | Buy |
266,198
+78,070
| +41% | +$2.26M | 0.01% | 909 |
|
|
2025
Q4 | $5.26M | Buy |
188,128
+82,844
| +79% | +$2.24M | ﹤0.01% | 975 |
|
|
2025
Q3 | $2.71M | Buy |
105,284
+35,856
| +52% | +$911K | ﹤0.01% | 1305 |
|
|
2025
Q2 | $1.62M | Buy |
69,428
+2,170
| +3% | +$50.3K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $1.68M | Buy |
67,258
+9,855
| +17% | +$263K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $1.55M | Buy |
57,403
+6,974
| +14% | +$200K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $1.32M | Buy |
50,429
+8,366
| +20% | +$199K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $837K | Buy |
42,063
+11,836
| +39% | +$225K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $585K | Buy |
30,227
+13,615
| +82% | +$280K | ﹤0.01% | 1736 |
|
|
2023
Q4 | $443K | Buy |
16,612
+4,971
| +43% | +$110K | ﹤0.01% | 1789 |
|
|
2023
Q3 | $236K | Sell |
11,641
-9,113
| -44% | -$190K | ﹤0.01% | 2115 |
|
|
2023
Q2 | $421K | Buy |
20,754
+277
| +1% | +$5.85K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $439K | Buy |
+20,477
| New | +$569K | ﹤0.01% | 1554 |
|
|
2017
Q3 | – | Sell |
-121
| Closed | -$5K | – | 2232 |
|
|
2017
Q2 | $5K | Hold |
121
| – | – | ﹤0.01% | 3970 |
|
|
2017
Q1 | $5K | Hold |
121
| – | – | ﹤0.01% | 3944 |
|
|
2016
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 3939 |
|
|
2016
Q3 | $4K | Hold |
121
| – | – | ﹤0.01% | 3957 |
|
|
2016
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 3863 |
|
|
2016
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 3680 |
|
|
2015
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 3770 |
|
|
2015
Q3 | $4K | Buy |
+121
| New | +$3.82K | ﹤0.01% | 3699 |
|
|
2015
Q2 | – | Sell |
-121
| Closed | -$4K | – | 1451 |
|
|
2015
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 3618 |
|
|
2014
Q4 | $3K | Buy |
+121
| New | +$3.26K | ﹤0.01% | 3686 |
|
Other funds holding COLB
VPM
VCM
